Elevate Wealth Advisory

Elevate Wealth

Business EN ↓ 129 episodes

Elevate Wealth Advisory was founded in 1982 in Athens, Georgia, with the goal of helping people make smart decisions with their money. One of our core values is lifelong learning, and we are pleased to bring our insight to listeners through this podcast and hope it helps answer questions and build your knowledge about wealth management.

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Elevate Wealth Advisory

Episodes

Save On Taxes With Charitable Giving 12.02.2024 7:20

Do you give to charity, but aren’t sure you benefit taxwise? We offer guidance on this episode of Elevate Wealth. If you give charitably but are unsure whether you are receiving tax benefits from doing so, we can help. Visit our Web site below and click "Let's Talk!" 🔗 Website: https://elevate-wealth.com 🔗 Facebook: / elevatewealthadvisory 🔗 Instagram: / elevatewealthadvisor...

The 411 on Required Minimum Distributions 12.02.2024 4:46

Have you wondered: Do I have to take an RMD, or Required Minimum Distribution? How do I calculate it? We'll tell you on this episode! At Elevate Wealth Advisory, we’re here to make sure you are taking your RMDs, and we help save taxes where you can. If your adviser isn’t doing this for you, we can help. Visit our Web site below and click "Let's Talk!" 🔗 Website: https://elevate-...

Financially Fit in 2024 12.02.2024 4:42

A common New Year’s resolution is fitness. In financial fitness, just as in physical fitness, it’s important to have an accountability partner....your wealth adviser is your coach and your motivator to help make sure you stay on track. We're here to keep you on track not just in January, but all year long. Schedule a chat with us! Visit our Web site below and click "Let's Talk!"...

2023 Market Recap 12.02.2024 2:56

The market in 2023 was a rollercoaster. How did we do overall? We’ll explain, today on our new series: Elevate Wealth. At this time of year, our clients often ask for a recap of the year behind us and what we expect for the year ahead, so that’s what we address in this week’s Elevate Wealth. A year ago, we were coming off of a down year in the US stock market, with the incessant rumors of a recess...